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Disclosery

DMBS DOUBLELINE ETF TRUST

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MORTGAGE ETF (fund)

102 managers (102 13F filers) reported a position in DMBS shares at 2026-06-30, 15,383,281 shares in all. 14 filers opened a position and 12 filers sold out during the quarter.

Managers
102
13F filers
102
New
14
Added
59
Reduced
19
Sold out
12
Shares held by filers
15,383,281

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gradient Investments LLCin group Gradient Investments LLC3,081,101$151M2.09%+10,64913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,109,346$54.5M0.06%+193,66313F-HRTimelineGroup
Advocacy Wealth Management, LLC1,084,082$53.2M1.93%+36,50713F-HRTimeline
Foundations Investment Advisors, LLC766,994$37.7M0.39%+129,76313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp750,310$36.8M0.01%+23,03813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC678,657$33.3M0.58%-7,77713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC535,147$26.3M0.01%+55,34713F-HRTimelineGroup
Astoria Portfolio Advisors LLC.453,096$22.2M3.76%+133,90813F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV441,639$21.7M0.31%+32,77913F-HRTimeline
Signal Advisors Wealth, LLC380,753$18.7M0.98%+89,13013F-HRTimeline
Mattson Financial Services, LLC355,426$17.3M3.62%+27,47213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC350,562$17.2M0.11%+38,98613F-HRTimelineGroup
Legacy CG, LLC340,863$16.7M4.28%+6,71313F-HRTimeline
TPG Financial Advisors, LLC320,754$15.7M4.7%+12,49213F-HRTimeline
Hobbs Group Advisors, LLC319,516$15.7M4.13%+105,57913F-HRTimeline
Compound Planning, Inc.282,956$13.9M0.36%+43,47113F-HRTimeline
AMI INVESTMENT MANAGEMENT INC257,109$12.6M2.68%+8,98313F-HRTimeline
Savvy Advisors, Inc.248,073$12.2M0.26%+16,25413F-HRTimeline
Brown Financial Advisors216,939$10.6M3.72%+13,28113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…208,134$10.2M0.75%+10,64713F-HRTimeline
Mariner, LLCin group Mariner, LLC193,432$9.5M0.01%+2,67113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY179,721$8.82M<0.01%-12,65513F-HRTimelineGroup
New Republic Capital, LLC155,313$7.62M1.76%+16,41313F-HRTimeline
Vermillion & White Wealth Management Gr…149,982$7.39M3.74%+6,78913F-HRTimeline
Compass Financial Group, Inc. (Ohio)142,818$7.01M4.69%+19,51813F-HRTimeline
MML INVESTORS SERVICES, LLC136,879$6.72M0.01%+47,33813F-HRTimeline
Paladin Wealth, LLC125,458$6.16M3.58%+16,22013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.119,008$5.84M4.08%-1,37213F-HRTimeline
Integrated Wealth Concepts LLC113,763$5.58M0.03%+15,73913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS113,092$5.55M0.01%-62,37713F-HRTimeline
Lord & Richards Wealth Management, LLC111,171$5.46M4.27%+6,21713F-HRTimeline
Layline Advisors, LLC88,370$4.34M3.89%13F-HRTimeline
MATHER GROUP, LLC.86,350$4.24M0.04%+2,16913F-HRTimeline
Global Wealth Management Investment Adv…86,194$4.23M0.6%+1,33113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC82,253$4.04M0.05%new13F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC78,416$3.88M1.38%+4,43413F-HRTimeline
Mendel Money Management78,202$3.84M1.41%+25,96813F-HRTimeline
Oregon Pacific Wealth Management, LLC76,636$3.76M3.53%-35213F-HRTimeline
Key Financial Inc76,610$3.76M0.62%new13F-HRTimeline
Tailwinds Wealth, LLC76,288$3.74M2.21%+50,81613F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC62,570$3.07M3.13%13F-HRTimeline
Ashton Thomas Private Wealth, LLC61,264$3.01M0.06%new13F-HRTimeline
Cushing Capital Partners, LLC58,798$2.89M1.99%+1,32613F-HRTimeline
Great Diamond Partners, LLC54,765$2.69M0.46%+2,64713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…44,648$2.19M<0.01%+38,89613F-HRTimelineGroup
UBS Group AGin group UBS Group AG43,298$2.13M<0.01%+99113F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT41,426$2.03M0.03%-1,42313F-HR/ATimeline
OmniStar Financial Group, Inc.41,330$2.03M0.93%+3,32113F-HRTimeline
Aptus Capital Advisors, LLC33,052$1.62M0.01%+7,30413F-HRTimeline
Milestones Private Investment Advisors …32,861$1.61M1.28%-2613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,580$1.45M0.28%+6,35713F-HRTimeline
World Investment Advisors28,832$1.42M0.02%013F-HRTimeline
LPL Financial LLC24,434$1.2M<0.01%-6,92313F-HRTimeline
GeoWealth Management, LLC23,006$1.13M0.04%+5,81713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC23,000$1.13M0.02%013F-HRTimelineGroup
Sound Income Strategies, LLC22,187$1.09M0.05%+20,12713F-HRTimeline
Tortoise Investment Management, LLC19,336$949K0.07%-12,51713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,618$914K<0.01%+9,35313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,518$860K<0.01%-205,23513F-HRTimelineGroup
Farther Finance Advisors, LLC14,784$726K0.01%+8,52013F-HRTimeline
Latitude Advisors, LLC14,045$689K0.27%+2,98713F-HRTimeline
Waterloo Capital, L.P.13,230$649K0.04%+4,68513F-HRTimeline
Walser Wealth Management Company, A Ltd…12,784$628K0.26%+8,66313F-HRTimeline
HighTower Advisors, LLC11,789$579K<0.01%+60813F-HRTimeline
NewEdge Advisors, LLC11,108$545K<0.01%-94513F-HRTimeline
Prime Capital Investment Advisors, LLC11,068$543K0.01%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC10,376$509K0.19%-3913F-HRTimeline
Simplicity Wealth,LLC10,355$508K0.02%new13F-HRTimeline
Sepio Capital, LP10,211$501K0.03%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.9,674$475K0.37%+22213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,651$474K0.03%+1,67613F-HRTimeline
Welch Financial Planning, LLC9,209$452K0.26%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,453$415K<0.01%-140,53413F-HRTimeline
Financial Guidance Group, Inc.7,912$388K0.15%013F-HRTimeline
Cambridge Investment Research Advisors,…7,475$367K<0.01%-14813F-HR/ATimeline
AE Wealth Management LLC5,754$282K<0.01%+1,05913F-HRTimeline
Mutual Advisors, LLC5,626$276K0.01%-15413F-HRTimeline
SCS Capital Management LLC5,600$275K<0.01%+7313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,585$274K0.01%new13F-HRTimelineGroup
Strong Retirement Solutions LLC5,576$274K0.16%+43113F-HRTimeline
Onyx Bridge Wealth Group LLC5,280$259K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC5,233$257K<0.01%-19713F-HRTimeline
Stillwater Private Wealth, LLC5,313$256K0.17%new13F-HRTimeline
Parallel Advisors, LLC5,065$249K<0.01%-2,45713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.4,918$241K0.01%+16813F-HRTimelineGroup
Bison Wealth, LLC4,679$229K0.02%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,584$225K0.01%+31213F-HRTimeline
WealthTrak Capital Management LLC4,427$217K0.14%new13F-HRTimeline
Westshore Wealth, LLC4,406$216K0.07%+6413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,635$80.3K0.01%new13F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,230$60.4K0.01%13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC903$44.3K0.01%new13F-HRTimeline
Larson Financial Group LLC835$41K<0.01%+913F-HRTimeline
FMR LLCin group FMR LLC700$34.4K<0.01%+54013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC562$27.6K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC357$17.5K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc357$17.5K<0.01%+313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA322$16K<0.01%-71113F-HRTimelineGroup
Steward Partners Investment Advisory, L…124$6.09K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN99$4.86K<0.01%-28013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29$1.43K<0.01%+913F-HRTimelineGroup
Golden State Wealth Management, LLC22$1.08K<0.01%013F-HRTimeline